Pipeline Access Permission Levels

Controlling data visibility is an important element to understand in your CRM. Pipeline permissions allow you to assign different levels of access permissions to different users. This means some users can edit Boxes whereas other users may only have view access.

Pipeline Permission Roles

Team members can be assigned the below Pipeline permissions. Access restrictions are enforced by the Assigned To value for each Box.

Admin- "Admin" users have three additional permissions above "Can Edit" users: (1) the ability to change who is an Admin (2) the ability to delete columns entirely and (3) the ability to delete the Pipeline entirely.

Can Edit- Users with "Edit" access can: (1) view every Box in your Pipeline, (2) edit every Box in your Pipeline and (3) can modify columns in the pipeline (but cannot delete columns).